HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,188
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$19.5M
3
+$16.6M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$9.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.5M

Top Sells

1
+$13.9M
2
+$11.1M
3
+$9.01M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.18M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.97M

Sector Composition

1 Technology 4.47%
2 Consumer Staples 3.14%
3 Financials 2.6%
4 Healthcare 2.39%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$39.2K ﹤0.01%
562
-29
1402
$39.2K ﹤0.01%
376
+142
1403
$39.1K ﹤0.01%
1,700
+1,500
1404
$39K ﹤0.01%
694
+2
1405
$38.8K ﹤0.01%
274
-139
1406
$38.7K ﹤0.01%
3,827
-200
1407
$38.6K ﹤0.01%
350
-250
1408
$38.5K ﹤0.01%
+2,000
1409
$38.4K ﹤0.01%
1,293
+23
1410
$38.3K ﹤0.01%
982
-174
1411
$38.3K ﹤0.01%
6,020
+2,332
1412
$38.1K ﹤0.01%
7,000
1413
$38K ﹤0.01%
1,535
1414
$37.7K ﹤0.01%
463
+288
1415
$37.7K ﹤0.01%
302
-60
1416
$37.6K ﹤0.01%
+688
1417
$37.5K ﹤0.01%
720
+119
1418
$37.3K ﹤0.01%
1,581
1419
$37.2K ﹤0.01%
481
+89
1420
$37.2K ﹤0.01%
2,000
+1,000
1421
$37K ﹤0.01%
401
+24
1422
$37K ﹤0.01%
1,523
+31
1423
$36.9K ﹤0.01%
1,109
-87
1424
$36.8K ﹤0.01%
1,302
1425
$36.8K ﹤0.01%
+975
55 56
57
58 59